EO
EO

Emma Olcott

9 Years of Experience
Los Angeles, CA
Broker

Emma Olcott is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1999 Avenue of the Stars, Suite 2400, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Emma works as an independent contractor for AMASS Marketing, Inc., promoting their brand and attending networking events. This activity takes minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
September 2016 - Present · 10 yrs
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Emma Olcott - Financial Advisor | TrueAdvisor